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Microsoft Teams + Pipedrive

Send chat messages in Microsoft Teams for new leads in Pipedrive

Stay promptly informed about potential customers with this workflow. When a new lead is identified in Pipedrive, it immediately sends a chat message on Microsoft Teams. This automation ensures your team can quickly follow up on prospects, enhancing your response times and improving your chances of securing new deals.

Stay promptly informed about potential customers with this workflow. When a new lead is identified in Pipedrive, it immediately sends a chat message on Microsoft Teams. This automation ensures your team can quickly follow up on prospects, enhancing your response times and improving your chances of securing new deals.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

Related categories

  • Microsoft
  • Team Chat

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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